The face of financial services has evolved – and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they can trust, the time has come for financial advisors to rise to the occasion and reinvent the value they provide to better serve their clients. Of course, to make this evolutionary leap, advisors require a proven, time-tested strategy. A methodology established by one of the most successful advisors in the country and backed by decades of real-world application among thousands of advisors across the country.
Achieving the “Sustainable Edge” is not solely about creating a business where you can fulfill your passions. It also means having time for the three or four other things in your life you are passionate about. By narrowing your focus to just a few passions, you will enjoy your life more than if you try to pursue twenty passions at once. We will help you do that through the ideas and lessons taught in this book. Order your copy on:
Common misconceptions, assumptions, and behavioral biases often prevent people from building robust and flexible retirement plans—and this is an enormous problem. If you don’t know your decisions are based on false assumptions, how can you avoid making serious mistakes?
Ron Carson is the co-author of Avalanche: The 9 Principles for Uncovering True Wealth. This book inspires its readers to discover True Wealth by going through Ron’s BluePrinting process to help advisors understand their life goals and objectives. This profound tale is your field guide for redefining success and creating True Wealth in your life and in the lives of the people you love. Order your copy of Avalanche on:
In Tested in the Trenches Ron explains how securities representatives, insurance professionals, investment advisors and CPA’s can build and sustain a million-dollar financial services practice while creating great lives along the way. Order your copy of Tested in the Trenches on:
In Financial Jiu-Jitsu, Scott Ford shows you how to overcome your emotions and state of mind to excel at your investing endeavors. Along the way, Ford teaches you fundamental skills such as automating your savings and investments, the importance of paying yourself first, and managing credit wisely. Order your copy of Financial Jiu-Jitsu on:
Steve Lockshin’s book, Get Wise to Your Advisor, will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need to have to how you should diversify. The book will simplify standards for consumers and audit advisors to those standards. Order your copy of Get Wise to Your Advisor on:
Rob Holdford shares the secret to living worry free of the prison of worry and regret. This book is a great read for anyone who’s ready to let go of the mental habits that lock us into dread of the improbable or self-torture over the past. Order your copy of Lifeonomics on: